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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

754 hedge funds and large institutions have $9.19B invested in Utilities Select Sector SPDR Fund in 2019 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 265 increasing their positions, 245 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+37
Holders Change %
+5.16%
% of All Funds
16.4%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.83%
New
108
Increased
265
Reduced
245
Closed
57
Calls
$876M
Puts
$1.35B
Net Calls
-$470M
Net Calls Change
+$279M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$220M
2
FMI
Factory Mutual Insurance
Massachusetts
+$194M
3
Citigroup
Citigroup
New York
+$165M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$155M
5
Bank of America
Bank of America
North Carolina
+$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$317M
2
SGI
Swan Global Investments
Colorado
-$190M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
-$135M
4
PP
Paloma Partners
Connecticut
-$72.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
501
Mercer Global Advisors
Colorado
$335K +$61.4K +1,031 +22%
QC
502
QCM Cayman
Texas
$332K +$332K +5,563 New
SF
503
Synovus Financial
Georgia
$331K -$1.5K -25 -0.5%
PG
504
Patten Group
Tennessee
$329K -$7.75K -130 -2%
Comerica Bank
505
Comerica Bank
Texas
$329K +$329K +5,422 New
TP
506
Tranquility Partners
Tennessee
$328K +$328K +5,507 New
PT
507
Plimoth Trust
Massachusetts
$324K +$7.03K +118 +2%
SCM
508
Sterling Capital Management
North Carolina
$320K – – –
5L
509
55I LLC
Massachusetts
$318K +$68K +1,139 +27%
ARG
510
Advisory Resource Group
Oklahoma
$318K +$110K +1,846 +53%
BRWA
511
B. Riley Wealth Advisors
Florida
$317K +$4.6K +77 +1%
WT
512
Washington Trust
Rhode Island
$316K – – –
FA
513
FDx Advisors
Illinois
$313K +$313K +5,242 New
SSG
514
Summit Securities Group
New York
$310K -$149K -2,500 -32%
SP
515
Successful Portfolios
Florida
$309K – – –
CWM
516
Cedar Wealth Management
California
$306K – – –
SRSA
517
S.R. Schill & Associates
Washington
$300K – – –
CBFP
518
Cedar Brook Financial Partners
Ohio
$299K -$57.4K -962 -16%
CWS
519
Cypress Wealth Services
California
$299K +$299K +5,020 New
MOS
520
MGO One Seven
Ohio
$297K -$22.9K -385 -7%
AAM
521
American Asset Management
Florida
$295K – – –
DWM
522
Darwin Wealth Management
Florida
$294K -$18.7K -313 -6%
SIM
523
Stratos Investment Management
Ohio
$290K +$18K +302 +7%
ATC
524
Argent Trust Co
Tennessee
$288K +$53.3K +894 +23%
BP
525
Ballentine Partners
Massachusetts
$287K +$62.7K +1,052 +28%
19 20
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